EverSource Wealth Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

EverSource Wealth Advisors’s Portfolio JLS Stock Details JLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.74K	Hold	500	–	–	﹤0.01%	2981
2026 Q1	$9.06K	Hold	500	–	–	﹤0.01%	2962
2025 Q4	$9.1K	Hold	500	–	–	﹤0.01%	2846
2025 Q3	$9.36K	Hold	500	–	–	﹤0.01%	2855
2025 Q2	$9.37K	Hold	500	–	–	﹤0.01%	2851
2025 Q1	$9.38K	Hold	500	–	–	﹤0.01%	2146
2024 Q4	$9K	Hold	500	–	–	﹤0.01%	2052
2024 Q3	$9.21K	Hold	500	–	–	﹤0.01%	1915
2024 Q2	$9.11K	Hold	500	–	–	﹤0.01%	1905
2024 Q1	$8.71K	Hold	500	–	–	﹤0.01%	1765
2023 Q4	$8.44K	Hold	500	–	–	﹤0.01%	1643
2023 Q3	$7.94K	Hold	500	–	–	﹤0.01%	1512
2023 Q2	$8.06K	Hold	500	–	–	﹤0.01%	1543
2023 Q1	$7.98K	Hold	500	–	–	﹤0.01%	1463
2022 Q4	$8.09K	Buy	+500	New	+$7.97K	﹤0.01%	1409

Other funds holding JLS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

EverSource Wealth Advisors's JLS Position: Q2 2026 in Review

EverSource Wealth Advisors held its Nuveen Mortgage and Income Fund (JLS) position steady in Q2 2026 at 500 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

EverSource Wealth Advisors first reported a position in JLS in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.38K in Q1 2025. 14 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

EverSource Wealth Advisors held 500 shares of Nuveen Mortgage and Income Fund worth $8.74K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen Mortgage and Income Fund share count unchanged in Q2 2026.
Nuveen Mortgage and Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2981 holding.
EverSource Wealth Advisors first reported a position in Nuveen Mortgage and Income Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Nuveen Mortgage and Income Fund position peaked at $9.38K in Q1 2025.
14 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.